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EWA
EverSource Wealth Advisors’s
Jones Lang LaSalle
JLL
Stock Holding History
EverSource Wealth Advisors’s Portfolio
JLL Stock Details
JLL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$301K
Sell
990
-65
-6%
-$21K
0.01%
843
2025
Q4
$355K
Buy
1,055
+533
+102%
+$167K
0.01%
686
2025
Q3
$156K
Buy
522
+23
+5%
+$6.57K
0.01%
1042
2025
Q2
$128K
Buy
499
+126
+34%
+$28.9K
0.01%
1068
2025
Q1
$92.5K
Buy
373
+32
+9%
+$8.42K
0.01%
935
2024
Q4
$86.3K
Buy
341
+30
+10%
+$8K
﹤0.01%
956
2024
Q3
$83.9K
Sell
311
-162
-34%
-$39.3K
0.01%
857
2024
Q2
$119K
Sell
473
-102
-18%
-$19.8K
0.01%
728
2024
Q1
$104K
Hold
575
–
–
0.01%
687
2023
Q4
$109K
Sell
575
-75
-12%
-$11.3K
0.01%
610
2023
Q3
$91.8K
Buy
650
+1
+0.2%
+$163
0.01%
598
2023
Q2
$101K
Buy
649
+330
+103%
+$46.8K
0.01%
579
2023
Q1
$46.4K
Buy
319
+8
+3%
+$1.33K
0.01%
814
2022
Q4
$49.6K
Sell
311
-14
-4%
-$2.23K
0.01%
766
2022
Q3
$49K
Sell
325
-48
-13%
-$8.36K
0.01%
642
2022
Q2
$65K
Buy
+373
New
+$74.3K
0.02%
527
Other funds holding JLL
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
EIG
EdgePoint Investment Group
Toronto, Ontario, Canada
$12.5B AUM
31.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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